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Podcast: The Meb Faber Show - Better Investing
Episode: KKR's Henry McVey - Regime Change is Here: Think Differently About Asset Allocation | #592
Description: Today’s guest is Henry McVey, Head of Global Macro & Asset Allocation and Firmwide Market Risk and CIO of the KKR Balance Sheet.Â
In today’s episode, Henry discusses the current macroeconomic landscape, emphasizing the regime change underway. He touches on the implications of a decline in the US dollar, where he sees opportunities in global markets, particularly in Europe and Japan, and asset allocation advice for investors.Â
(0:00) Starts
(2:26) Investor appetite and regime change
(6:20) The US dollar, AI, and the role of productivity
(10:14) Market performance and valuation in the US and...